Jenesis
Close CRM
Transfer contacts, deals, activities, and more from Jenesis to Close CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Jenesis to Close CRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Insurance agency management system made simple
Jenesis is a web-based insurance agency management system designed for independent insurance agencies to manage client relationships, policies, commissions, and marketing. It offers quote management, ACORD forms, carrier downloads, integrated payment processing, and CRM capabilities tailored for personal and commercial lines.
Built specifically for independent insurance agencies
The No BS CRM for scaling businesses
Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.
Built-in native calling, SMS, and email
"The No BS CRM for scaling businesses"
Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.
Ideal for: Small, lean sales teams looking for a fast, communication-first CRM with native calling, SMS, and email capabilities without external tool dependencies.
Built-in native calling, SMS, and email
AI-powered call transcription and note automation
Automated sales sequences and follow-up reminders
Speed and performance optimization
Learn more at
close.com
See exactly which data objects transfer from Jenesis to Close CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Jenesis to Close CRM.
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Prefer email? talk@ambrstack.com
